Mission
Customer Service Low-Code Developer
Archived
2 Missions
9 Module
9 Challenges
11 Std. 20 Min.
Learn how easy it is to configure Pega Customer Service™ applications. You learn how to create new service cases for agents to interact with customers. You learn how to configure email bots to increase agent productivity. Learn how to configure the customer verification questions agents ask customers. You also learn how to create tabs in the customer composite to organize what a customer service agent sees during an interaction. You also learn how to guide a customer service agent during an interaction with common phrases, using dialogs, and coaching tips. Learn how to create troubleshooters using Pega Knowledge™ to help customers or agents diagnose issues.
In der folgenden Mission verfügbar:
Pega Customer Service Foundation
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Mission
Pega Customer Service Foundation
6 Module
3 Challenges
3 Std. 20 Min.
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Gain experience with several products that are a part of Pega Customer Service™. In this overview mission, you see how Pega Customer Service uses...
Service requests
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Modul
Service requests
6 Themen
35 Min.
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Creating a new service request
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Challenge
Creating a new service request
6 Aufgaben
10 Min.
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Business conditions
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Modul
Business conditions
Archived
2 Themen
20 Min.
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Learn how to create your own, custom business conditions in App Studio. Business conditions allow you to use a set of pre-defined criteria to...
Configuring business conditions
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Challenge
Configuring business conditions
2 Aufgaben
5 Min.
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U+ Bank identifies that many customer accounts are without associated email or Facebook contact information. To ensure their client database is up to...
Configuring customer verification
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Modul
Configuring customer verification
Archived
2 Themen
20 Min.
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Configuring customer verification
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Challenge
Configuring customer verification
2 Aufgaben
15 Min.
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Email Bots for Pega Customer Service
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Mission
Email Bots for Pega Customer Service
4 Module
3 Challenges
2 Std. 35 Min.
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Learn how Pega Email Bot™ can act as a virtual assistant to your customer service representatives. Reduce time spent categorizing and routing inbound...
Configuring common phrases for agents
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Modul
Configuring common phrases for agents
1 Thema
10 Min.
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Aufgaben
15 Min.
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Creating custom tabs
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Modul
Creating custom tabs
Archived
2 Themen
25 Min.
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Creating a composite tab
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Challenge
Creating a composite tab
2 Aufgaben
5 Min.
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
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Guiding a customer service agent with dialogs
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Modul
Guiding a customer service agent with dialogs
Archived
2 Themen
15 Min.
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Updating a dialog
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Challenge
Updating a dialog
2 Aufgaben
15 Min.
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As a manager, you want customer service agents to have more of a personal touch when communicating with customers. You want agents to use the customer...
Guiding a customer service agent with coaching tips
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Modul
Guiding a customer service agent with coaching tips
Archived
2 Themen
15 Min.
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Learn how to provide customer service agents with coaching tips that deliver reminders, real-time advice, and instructions.
Configuring a coaching tip
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Challenge
Configuring a coaching tip
3 Aufgaben
15 Min.
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring Pega Knowledge troubleshooters
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Modul
Configuring Pega Knowledge troubleshooters
3 Themen
30 Min.
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Learn how to configure Pega Knowledge™ troubleshooters for a Pega Customer Service™ application and provide dynamic diagnostics capabilities to help...
Creating a troubleshooter
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Challenge
Creating a troubleshooter
4 Aufgaben
15 Min.
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The Pega Knowledge Troubleshooter provides dynamic diagnostics capabilities to help diagnose common product or service issues. It contains related...
Monitoring your contact center with Insights
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Modul
Monitoring your contact center with Insights
Archived
2 Themen
15 Min.
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Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
Leveraging reports in the contact center
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Challenge
Leveraging reports in the contact center
4 Aufgaben
15 Min.
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...